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Black Diamond Financial’s Sprott Physical Gold PHYS Stock Holding History

Black Diamond Financial’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04M Buy
67,602
+24,394
+56% +$832K 0.18% 59
2026
Q1 		$1.53M Buy
+43,208
New +$1.6M 0.17% 66
2024
Q3 		– Sell
-36,800
Closed -$665K – 150
2024
Q2 		$665K Buy
+36,800
New +$668K 0.13% 71

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Black Diamond Financial's PHYS Position: Q2 2026 in Review

Black Diamond Financial increased its Sprott Physical Gold (PHYS) stake by 56% in Q2 2026, buying an estimated $832K and bringing the position to 67,602 shares worth $2.04M. The position accounts for 0.18% of the portfolio, ranked #59.

Black Diamond Financial first reported a position in PHYS in Q2 2024 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Black Diamond Financial held 67,602 shares of Sprott Physical Gold worth $2.04M as of Q2 2026.
  • Black Diamond Financial bought 24,394 Sprott Physical Gold shares in Q2 2026, an estimated $832K.
  • Sprott Physical Gold made up 0.18% of Black Diamond Financial's portfolio in Q2 2026, its #59 holding.
  • Black Diamond Financial first reported a position in Sprott Physical Gold in Q2 2024 and has held it in 3 quarters since.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.